See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,795 | $82,978-53.2% | $129,995-70.2% | $71,457-45.7% |
| Participation rate | 61.7% | 74.1%-12.3pp | 78.5%-16.7pp | 67.9%-6.2pp |
| Annual return | 15.44% | 20.60%-5.2pp | -137.18%+152.6pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,099 | $2,622-58.1% | $4,320-74.6% | $2,588-57.5% |
| Participant deferral / active EE | $1,802 | $4,432-59.3% | $5,820-69.0% | $4,289-58.0% |
| Admin fee / account holder | $1,573 | $1,729-9.0% | $10,614-85.2% | $1,587-0.9% |